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Tax
In this chapter you will set up US Tax calculation for your company. Sample entries for tax
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Specify location of Tax Factory executable

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Use: In this activity, you specify the location of the TaxFactory executable; either on the
Application Server or on a separate workstation.
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Specify level of messages to be returned
Use: In this activity, you specify the level of messages to be returned from the TaxLocator
executable.
Activities
1. Execute the activity.
2. In the subsequent table, select Position and enter the constant TFMSG and
select Enter.
3. Enter the required value in the Value column, according to the following list:
0: NO CALCULATION ERRORS
1: INFORMATIONAL MESSAGES
2: LEGALITY MESSAGES
3: CALCULATION ERROR(S)
9: FATAL CALCULATION ERROR.
4. Save your entries.
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Tax Companies
In this section you define tax companies and their Employer Identification Numbers (EIN).
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Tax companies for Tax Reporter
The tax companies you define in this section affect how taxes are reported in Tax Reporter.
If your company plans to use the Tax Reporter component, please read the IMG
documentation for defining reporting and transmitting tax companies (under the Tax
Reporter section of the IMG) before you set up your tax companies in this section.
For more information, please see:
Define reporting tax company

Define transmitting tax company
Tax Reporter: In this chapter, you set up tax reporting for your company. The SAP HR tax
reporting process consists of three main steps: Tax Reporter preparation:
Evaluation of tax form wage types and storage of their amounts

Tax Reporter generation
Evaluation of the stored tax form wage type amounts
Output
Issuance of tax forms on either paper or magnetic media (tape or diskette)
In the first section of this chapter, you maintain a number range for the tax interface
tables, define which tax company you will use to transmit your tax forms, and define
personnel events for transferring employees in and out of Tax Reporter.
In the second section, you define your tax form groups. This involves defining which wage
types (which can vary according to tax authority) are used for the various tax forms.
In the third section, you define your tax forms. This involves defining the reporting periods
for which each wage type must be cumulated and output, and the tax authority to which
the tax form must be submitted.
In the last section, you define the layout of your tax forms
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Define tax companies : In this step you define all tax companies for your organization.
Activities: Enter the names and descriptions of your organization's tax companies.
IMG Path & Table: Define Tax Company
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Path: Payroll Payroll: USA Tax Define Tax Company
Table: T5UTL
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Assign tax company to personnel area
In this step, you check which tax company is assigned to each personnel area/subarea and
change the assignment if necessary.
IMG Path & Table: Assign Tax Company to Personnel Area

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Path: Payroll Payroll: USA Tax -> Tax Companies Assign tax company to
personnel area
Table: V_T5U0P
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Tax company
Four-character designation of a legal entity for tax reporting purposes. Each such
designation is assigned a distinct Employer Identification Number (EIN) and is mapped to a
BSI tax company for tax calculation purposes.
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Employer identification
Employer Identification No. (IRS 9-digit Tax Number) required for EEO reporting
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Standard industry code
Code identifying the industry in which the employer is active.
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Dunn & Bradstreet Number
This field is for storing the Dunn & Bradstreet number associated with the company.
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Company ID
Number (CO=XXXXXX-X) assigned by the EEOC to an organization's headquarters location
and establishments employing fifty or more persons.
Use: DO NOT change the number for any establishment.
Organization reporting unit

The EEO unit number (U=XXXXXX-X) assigned by the EEOC to an organization's
headquarters location and establishments employing fifty or more persons.
Use : Do NOT change the number for any establishment.

When new establishments of an existing company are opened, or are of a size to be
reported for the first time, leave the unit number blank until you receive an EEO unit
number from the EEOC.
Organization reporting unit for Vets-100 Report

The VETS-100 unit number assigned by the VETS-100 processing office.
Use : Do NOT change the number for any establishment.
If your company has reporting units that must file VETS-100 reports, but have not yet
been assigned a number by the VETS-100 office, use a reporting unit number starting with
"Z$$" (e.g. "Z$$00001"). Once you receive a VETS-100 number from the U.S. government,
replace the old "Z$$00001" with the official reporting unit number.
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Workers' compensation employer number

This field stores the employer number specifically related to the company and specifically
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Workers' compensation account number
This field stores the account number specifically related to the company and specified by
workers' compensation.
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Define BSI tax company

In this step you define all tax companies which have specific experience rates.
Activities
After completing all customization steps, you must also maintain the same table entries in
the BSI database with the BSI client GUI.
Further notes
For further information on BSI, please refer to Note 100944 in the Online Service System
(OSS).
IMG Path & Table: Configure BSI Tax Company

Path: Payroll -> Payroll: USA -> Tax Tax Companies -> Define BSI tax company
Table: BTXCOMP
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Define tax identification numbers by BSI tax company

In this step you assign each employer identification number to a BSI tax company.
Activities
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1. Enter the employer identification number to be associated with a rate.
2. Enter the tax company to which the employer identification number belongs.
3. After completing all customizing steps and configuring other necessary clients (except
for this step), you must copy these entries into the other clients. This is not managed by
the usual client copy utilties. The program for copying the entries is called 'Update Clients'
and can be found in the US Payroll menu: Per payroll period -> Tools -> Tax Utilities.
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IMG Path & Table: Define Tax Identification Numbers
Path: Payroll Payroll: USA Tax -> Tax Companies Define tax identification
numbers by BSI Tax Company
Table: T5UTH
In this step you assign each employer identification number to a BSI tax company.
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IMG Path & Table: Define Federal/State/Local Employer ID Number
Path: Payroll -> Payroll: USA -> Tax Tax Companies -> Define federal/state/local
employer ID number
Table: V_T5UTI
In this step you define federal, state and local employer ID numbers within each tax
company.
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Tax authority
This field identifies a government agency that is authorized to levy certain taxes.
Depending on the jurisdiction of the agency, the level of the tax authority may be:
Federal
State (e.g. Washington)
County (e.g. King)
City (e.g. Seattle)
School district
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Tax type
The type of tax to be levied by the authority, e.g. Withholding, Unemployment, Social
Security.
Employer Identification number

The employer identification number assigned by the tax authority.
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Tax-Related Wage Types
In this section, you maintain tax-related wage types. This involves assigning processing
classes and valuation bases to your wage types as well as creating statement wage types
for storing the grossed-up value of wage types.
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Maintain tax-related processing classes
In this step you set the values for the following processing classes for all tax wage types.
This allows you to control the way the wage types are processed by the payroll system.
IMG Path & Table: Maintain Tax-Related Processing Classes
Path: Payroll Payroll: USA -> Tax -> Tax-Related Wage Types -> Maintain tax-related
processing classes
Table: V_512W_D
The processing classes involved in this step are
Processing class - Definition

---------------------------------
67 Work tax area override proration for supplemental wages
68 Payment type for tax calculation
69 Taxable earning or non-taxable earning
70 Work tax area override proration for salaried employees
71 Wage type tax classification
72 Employer / employee tax
84 Non-cash income type for tax calculation
Note: See Processing classes used in work tax area override processing for further
information on processing classes 67 and 70.
Example: Taxes for wage type M002 (Monthly Salary) should be calculated using the
regular method and as the employee's tax liability.
Values to enter:
Processing class 68 - Payment type for tax calculation: 1 Regular method

Processing class 69 - Taxable or non-taxable earnings: 1 Taxable earnings
Processing class 71 - Wage type tax classification: 0 Regular wages
Processing class 72 - Employer/employee tax: 1 Employee tax
Activities For each wage type relevant for taxes, set the values within processing classes
67, 68, 69, 70, 71, 72 and 84 as required.
Summary:
Processing
Definiton
Class
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67 Work tax area override proration for supplemental wages
68 Payment type for tax calculation
69 Taxable earning or non-taxable earning
70 Work tax area override proration for salaried employees
71 Wage type tax classification
72 Employer / employee tax
84 Non-cash income type for tax calculation
Note: See Processing classes used in work tax area override processing for further
information on processing classes 67 and 70.
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Here one Wage type Example of PC 67, 68, 69, 70 & 71
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IMG Path & Table: Maintain Gross Up Wage Types
Path: Payroll Payroll: USA -> Tax -> Tax-Related Wage Types Maintain gross up
wage types
Table: V_512W_B
In this step you will create a wage type to be used for storing the grossed up value of a
wage type. You will also link the new wage type to the grossed up wage type.
Maintain gross up wage types In this step you will create a wage type to be used for
storing the grossed up value of a wage type. You will also link the new wage type to the
grossed up wage type.
Example
Gross up wage types : 9991, 9993.
Statement wage types : 9992, 9994.
Requirements
This step must be executed for any 'gross up wage types' (wage types for which you have
entered a value of 5 or 6 in processing class 68 in the previous step).
Wiki Recommendation: You only have to perfom this step if you have gross up wage
types.
Activities
1. Create a new wage type (statement wage type) which will be used to store the grossed
up value of the original wage type. You may copy the delivered entry M032.
2. Save the entry.
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3. Repeat the step above once for each gross up wage type. If the values entered were
those of our example above, you would create two entries (because there are two gross up
wage types - 9991 and 9993) which would be named 9992 and 9994.
4. Select the first gross up wage type; 9991 in our example.
5. Enter the corresponding statement wage type in the statement wage type field. If you
were following the example, you would enter 9992 in the statement wage type field for
9991.
6. Save the entry.
7. Repeat steps 4, 5, and 6 for any other gross up wage types. For this example you would
repeat the steps once.
Further notes
You can also perform gross up calculations on non-cash benefits. To do this, use this step
to define a 2nd derived wage type representing the cash portion (the calculated tax
amount) of the gross up calculation result. This cash wage type can then be used in
cumulations, such as /101 Total gross.
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Maintain non-cash income wage types

In this step you assign non-cash income attributes to payment wage types.
Standard settings: Taxes from tip income are calculated and stored separately from
regular income, so that you can specify different deduction priorities and rules.
In retroactive calculation all non-cash income wage types are taxed according to the 'tax
when earned' principle.
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Recommendation: You only need to perform this step if you have non-cash income wage
types.
Activities
Assign the appropriate processing class 84 specification to all of your non-cash income
wage types.
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Maintain distribution payment wage types: There are two steps in this section:
1. Maintain distribution codes: SAP supports the following seven distribution codes:
1: Early Distribution: Payment to employees who are receiving retirement distributions and
have not reached the age of 59 years and 6 months.
2: Early distribution, exception applies - as defined in Section 72(q), (t), or (v).
3: Disability: Payments to employees who are eligible for disability payments from their
retirement account
4: Death: Payments made to a decedent's beneficiary.
7: Normal Distribution: Regular distribution of funds to a retiree who is at least 59 years
and 6 months old. This code is used if no other code applies.
G: Direct Rollover to IRA: Use this code is used when the funds from the pension fund are
transferred into an IRA.
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H: Direct rollover to a qualified plan or tax-sheltered annuity.

If you require additional codes, please contact SAP.
2. Define distribution payments

In this step, you assign a distribution code to a tax wage type.
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Tax-Related Payroll Schemas and Rules

This section contains information on configuring payroll calculation rules and schemas used
in the calculation of taxes.
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Maintain payroll calculation rule for unemployment
In the first activity of this step, you maintain payroll calculation rule UUIM (Unemployment
insurance and work center mandatory?). This rule determines whether it is mandatory for
employees to provide information on worksite and unemployment status. In the second
activity, you update schema US Tax calculation (UTX0), which calls the rule.
Standard settings
The standard rule determines whether unemployment information is mandatory based on

the employee subgroup:
Subgroup U1: Unemployment information is mandatory
Subgroup UX: Both unemployment and worksite information are mandatory
All other subgroups: Neither is mandatory
Activities: Maintain payroll calculation rule for unemployment information:
1. Copy rule UUIM to a customer rule name, e.g. ZUIM.

2. Modify your copy of the rule (do not modify UUIM).
3. Based on the employee's organizational assignment, determine whether or not
unemployment information is mandatory.
4. If unemployment information is mandatory, type UUIMA=Y under the first operation.
5. If both unemployment and worksite information are mandatory, type UUIMA=YY under
the first operation.
6. Save the rule.
Update schema UTX0:

1. Wherever UUIM appears in schema UTX0, replace it with your copy of the rule (ZUIM in
this example).
2. Save and generate the schema.
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Maintain payroll schema for withholding information

In this step, you maintain payroll calculation schema Basic data (US), which determines
whether withholding information is mandatory for employees.
Standard settings: As delivered, the schema is defined so that withholding information is

required. If withholding information is mandatory for your employees, no change is
necessary.
Activities: If withholding information is not required by your company:

1. In the schema, find the line that contains function P0207 and change the first parameter
to 1:
Fct Par1 Par2 Par3 Par4 D P Text

P0207 1 Read tax data
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Maintain payroll schema for tax functions
In this step, you maintain function USTAX within the payroll calculation schema US Tax
calculation (UTX0). This function determines the way work days are prorated, the way
that Earned Income Credit (EIC) and retrocalculations are to be handled, and whether it is
necessary to check for non-residence certificates or not.
Standard settings: The standard function is defined as follows. If the settings are correct
for your firm, no change is necessary:
Work days are prorated by calendar days.

When an EIC credit is greater that the employee's withholding amount, the entire credit is
taken.
When retrocalculation is triggered by an overpayment, the recalculated amount will be
taxed in the original period.
Taxes are to be calculated as though a non-residence certificate is on file.
Activities: If these parameters are not appropriate for your company, then they should be
changed as follows:
1. In schema UTX0, find the line that contains function USTAX.
2. Change each parameter of function USTAX as required for your organization.
Process BSI tax calculation (USA Process BSI)

Object
Function
Procedure
Function USTAX fills the parameter fields for the BSI tax calculation
module, executes the calculation routine and stores the returned tax
amounts on the results table RT. It also updates year-to-date
accumulators in table TCRT.
1. Build payment type table, and call BSI by payment type.
2. Employee information is set up, taxes parameters are set up, call
BSI tax calculation and collect tax results.
3. Warning message is written to the log. If there is a serious or

fatal error from calling BSI, the employee is rejected.
Access
Func Par1 Par2 Par3
Syntax
Par1 Process taxes USA

1 Prorate calendar days
2 Prorate working days
3 Prorate working hrs
Par2 EIC decision

1 No EIC payment
2 Minimal EIC payment
3 Whole EIC payment
Par4 Non-res. cert. default

1 Always '1' as default
2 From infotype(P0234)
Required Entry
o Parameters 1
o Parameters 2
o Parameters 4
US Tax calculation
Payroll functions available for US tax calculation
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UPAR1 - Determine tax method for regular or retro-calculations
URSA - Cap tax withholdings for separate agregate method
USTAX - Process tax calculation
UTPRI - Process tax priority according to tax model
UTWE - Process tax when earned principle
UTXOR - Tax authority override
UNMEX - New Mexico workers compensation tax
UOTX0 - Freeze taxes across year-end
UGUPD - New Mexico workers compensation tax
CPYOT - Copy deduction tables of last for-period to current period
PTCRT - Override negative YTD TCRT check
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Maintain payroll schema for override methods
In the first activity of this step, you maintain the override tax methods used for current
payments and for differences from retrocalculations in schema US Tax caculation
(UTX0). In the second activity, you define constants that represent threshold amounts for
these current payments and retrocalculation differences.
Example
Fkt Par1 Par2 Par3 Par4
UPAR1 CUR NA 1 X
UPAR1 DIF 1 2 X
Constants:
TXCTH Current-payment threshold (annual) = $1200
TXRTH Retro-difference threshold (annual) = $600
If we assume a monthly subunit, the threshold amounts per period are $100 and $50
respectively.
According to this example:

Current payments that are below or equal to $100 are calculated using the regular method
(1 in Par3), and those that are above are calculated using the method defined in the
individual wage type. This applies to both regular and on-demand payrolls (X in Par4).
Differences from retrocalculations that are below or equal to $50 are calculated using the
supplemental method (2 in Par3), and those that are above are calculated using the
regular method (1 in Par2). This is true for regular payrolls only (X in Par4).
Standard settings: The standard schema is set as follows. If the settings are correct for
your firm, no change is necessary:
Fkt Par1 Par2 Par3 Par4

UPAR1 CUR NA
UPAR1 DIF 1 22 B
Current payments: The calculation method defined for the wage type (processing class 68)
is used for current payments. This is true for all payroll types (regular and on-demand
payrolls).
Retrocalculated differences: The tax method for all retrocalculation differences is the
regular method. This is true for all payroll types (off-cycle and adjustment payrolls).
Activities: If any of the parameters should be changed for your company then proceed as
follows:
Activity 1: Adjust schema parameters.
1. Modify schema UTX0 as required:

For each occurence of function UPAR1, change each parameter as required for your
organization.
Activity 2: Define the constants for current and retrocalculation difference thresholds.
1. Select the entry TXCTH, and define the annual threshold amount for current payments.
2. Select the entry TXRTH, and define the annual threshold amount for retrocalculated
differences.
3. Save your changes.
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Load Tax Data
In this section, you will load standard US tax data. If you have executed the client copy for
HR tables at the beginning of your installation, you do not have to complete all of the load
steps.
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IMG Path & Table: Maintain States of Operation
Path: Payroll Payroll: USA Tax Load Tax Data Maintain states of operation
Table: T5UTC
Maintain states of operation

In this step you enter the states in which you operate. This data will be used to populate
the relevant tax authorities for your firm.
Activities
1. Enter the states in which you operate (or remove the states in which you do not
operate).
2. Enter the validity periods for the states.
3. Save the entries.
Further notes
In the step 'Delete/insert tax table entries' you may run a report to remove the entries for
states in which you do not operate, or to update entries from client 000 after tax updates.
In this step you enter the states in which you operate. This data will be used to populate
the relevant tax authorities for your firm.
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Delete/insert tax table entries
In this step you may DELETE tax table entries for states in which you do not operate (only
for this client). Or, if you choose to run the report with the 'reverse' option, you may
INSERT entries within your client number after tax updates.
Example: If 'CA' does not exist as a state of operation for your firm, the the following
entries would be removed:
Tax authorities: CA
CA01
Residence tax areas: CA
CA01
Work tax areas: CA
CA01
Tax types per authority: CA 01
CA 10
CA 16
CA 41
CA 48
CA01 19
Requirements
In the previous step, 'Maintain States of Operation', you entered the states in which you
operate. These entries will be used to purge the tax tables of superfluous entries and you
may leave the 'States' option blank. If you have not maintained this table, ALL tax entries
will be deleted unless you populate the 'States' option (it is much more reliable to populate
the 'States of Operation' than to remember to enter them here).
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Executing the report with the 'reverse' option selected will insert entries which do not exist
in your client but exist in client 000, for your states of operation. This should be done after
every tax update to ensure that any new tax authorities are available for your client.
Recommendation
Do not execute this report (except using the 'reverse' option) after your site has gone live.
Otherwise, you may delete entries which are already used in infotypes.
Further notes
If you accidentally remove entries for states you still want to use, you may execute the
report with the 'reverse' box checked. If the entries exist in client 000, the entries will be
copied from there.
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Tax Data Maintenance
In this section, you check and define tax data for your organization. It is best to have
executed the client copy from client zero before proceeding with this step. If you have not
done so, copy the entries from each of the views in this step to your client. Do not execute
the client copy now since that will overwrite all of your prior customization.
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IMG Path & Table: Check Tax Authorities
Path: Payroll -> Payroll: USA Tax Tax Data Maintenance Tax
Authorities Check tax authorities
Table: T5UTZ
In this step, you check all tax authorities valid for your organization. Tax authorities
defined here are used in infotypes:
0161 - IRS Mandates

0209 - Unemployment State
0210 - W-4 Withholding Information
0234 - Withholding Overrides
0235 - Other Taxes
Note: Review all tasks within Tax Data Maintenance to assure compliance at time of
implementation.
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Tax Authorities
In the following steps you check and set up tax authorities for your organization.
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Check tax authorities

In this step, you check all tax authorities valid for your organization. Tax authorities
defined here are used in info types:
0161 - IRS Mandates

0209 - Unemployment State
0210 - W-4 Withholding Information
0234 - Withholding Overrides
0235 - Other Taxes
Recommendation: In this step, you can also define the following exemption limit criteria:
Number of allowances limit for each tax authority
Month and day on which an exemption expires for each tax authority
Tax authority: This field identifies a government agency that is authorized to levy certain
taxes. Depending on the jurisdiction of the agency, the level of the tax authority may be:
Federal
State (e.g. Washington)
County (e.g. King)
City (e.g. Seattle)
School district
Region (State, Province, County)

In some countries, the region forms part of the address. The meaning depends on the
country.
The automatic address formatting function prints the region in addresses in

the USA, Canada, Italy, Brazil or Australia, and the county in Great Britain.
For more information, see the examples in the documentation on the Address Layout
Key.
Examples
Meaning of the regional code in ...
Australia -> Province
Brazil -> State
Canada -> Province
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Germany -> State

Great Britain -> County
Italy -> Province
Japan -> Prefecture
Switzerland -> Canton
USA -> State
Tax level
The tax level defines the hierarchy level to which a tax authority belongs.
Example
The tax authority Federal (FED) belongs to tax level A (federal)
The tax authority California (CA) belongs to tax level B (state)
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Sort number for tax authorities
This number determines the order in which tax authorities appear on the pay statement.
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W-4 indicator
This field indicates whether W-4 (or equivalent) information (from Infotype 0210 - W-4
Withholding Info.) is permissible for the authority and whether this information may be
inherited from the federal authority.
For example:
Mandatory: The W-4 information is mandatory. If no infotype record exists for the
employee, the employee is taxed according to the valid federal/state defaults
Optional for state (exemption on a separate form): The filing status from the federal
authority is used if no information is specified for the state; state exemptions require a
separate form.
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Not allowed for state (exemption on a separate form): The filing status from the federal
authority is used; state exemptions require a separate form. Not applicable for state: The
state does not levy withholding tax
Optional for state: The filing status and number of exemptions from the federal authority
are used if no information is specified for the state
Not allowed for state: The filing status and number of exemptions from the federal
authority are used and Infotype 0210 is not permitted for the state
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Check status of territories
In this step, you may designate whether an authority is a US territory. This information is
used in payroll for calculation of certain taxes.
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Check tax authority mapping
In this step, you can display how each SAP tax authority code is mapped to the
corresponding BSI tax authority code.
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Define valid filing statuses
In this step, you define all valid filing statuses for each tax authority. Filing status is used in
Infotypes 0161 (IRS Mandates) and 0210 (W-4 Withholding Information).
Example
Fed 01 (Federal authority, status 'Single')
Fed 02 (Federal authority, status 'Married')
CA 01 (State of California, status 'Single')
CA 04 (State of California, status 'Married, both spouses working')
Activities
1. Enter the tax authority.
2. Enter the filing status number 1 through 14, according to the text that matches your
requirement.
3. Specify the validity period.
4. Save your entries
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Tax Types
In the following steps, you may check tax types and maintain them by tax authority.
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Check tax types
In this step, you may view all tax types available in the system. Tax types are used in
wage types and in Infotype 0235 (Other Taxes).
Example
01 Witholding tax
05 Employee medicare tax
10 Employer unemployment
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IMG Path & Table: Maintain Tax Types Per Tax Authority
Path: Payroll Payroll: USA Tax -> Tax Data Maintenance Tax
Types Maintain tax types per tax authority
Table: V_T5UTD
In this step, you may view all tax types for each tax authority.
Example:
Authority Tax Type
CA California 01 Withholding
CA California 10 Employer Unemployment
CA California 41 State Disability
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Recommendation: SAP recommends that the formula and rounding indicators NOT be
maintained. The standard SAP R/3 system uses the correct formula and rounding indicators
for each tax type.
Activities
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Only maintain if you have exceptions for the formula or rounding indicators.
1. Enter the required formula number or rounding indicator.
2. Save the entry.
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Formula number
Alternative formula assigned to calculate withholding tax. Only some authorities allow
employees to define an alternative method for calculating their withholding tax.
If you assign an alternative formula, it will override the default formula.
Rounding indicator
Define to how many digits the value should be rounded.
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Tax Areas
In the following steps, you check and maintain residence and work tax areas valid for your
organization.
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Tax Locator
IMG Path & Table: Activate BSI Tax Locator BADI
Path: Payroll Payroll: USA Tax -> Tax Data Maintenance -> Tax Areas -> BSI Tax
Locator -> Activate BSI TaxLocator BADI
This Business Add In (BAdI) is used to generate a list of tax authorities valid for a given
address, when utilizing the BSI TaxLocator.
When active, the BAdI is used:
To modify the Residence tax area (0207) and Work tax area (0208) infotypes
To compare existing infotype values with those proposed by BSI's TaxLocator in the Audit
Report (RPUTXLU0).
BSI TaxLocator BADI has been activated in the template
If your organization requires any areas not loaded by default, or if you created any custom
tax authorities in the step Maintain custom tax authorities then you must maintain all
of the tax area steps in this section.
Further notes
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There is a report entitled 'Auths not in Area' which enables you to display tax authorities
which have not been assigned to a tax area You can access this report in the Payroll USA
menu: Info system -> Tax -> Tax Utilities.
BSI TaxLocator - General Information
Use: You can implement the BSI TaxLocator to assist you in proposing tax areas for
the Residence Tax Area (0207) and Work Tax Area (0208) infotypes.
If it is not activated, these infotypes (207 and 208) will continue to use zip code-based
checking to propose tax areas.
The activities in this section allow you to configure your system to use BSI TaxLocator.
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IMG Path & Table: Add states where BSI TaxLocator is active
Path: Payroll -> Payroll: USA -> Tax -> Tax Data Maintenance -> Tax Areas -> BSI Tax
Locator ->Add states where BSI TaxLocator is active
V_T5USL
Activate BSI TaxLocator BAdI

Use: Use this Business Add In (BAdI) to generate a list of tax authorities valid for a given
address, when utilizing the BSI TaxLocator.
When active, the BAdI is used: To modify the Residence tax area (0207) and Work tax
area (0208) infotypes.
To compare existing infotype values with those proposed by BSI's TaxLocator in the Audit
Report (RPUTXLU0).
Requirements: You must have SAP payroll with an active BSI TaxFactory implementation.
Activities
1. Execute the IMG Activity.
2. Activate the delivered implementation HRPAYUS_TF_0001_IMP.
In this step, you add states for which BSI TaxLocator is active.
Although BSI TaxLocator has been activated for all the states in the template, TaxLocator
proposes tax areas based on the street address for the states AL, AR, CA, CO, DE, IN, KY,
MD, MI, MO, NJ, NY, OH, OR, PA, TX, WA AND WV only. For the remaining states Tax areas
are proposed based on the state code
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Add states where BSI TaxLocator is active

Use: In this step, you add states for which BSI TaxLocator is active.
If BSI TaxLocator is active, select the states where BSI TaxLocator functionality should be
used. If a state is not included, existing zip code-based processing will take place for
addresses in that state.
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Activities
Enter the two-letter abbreviation for the state, start date and end date, and save your
entries.
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IMG Path & Table: Determine source address location
Path: Payroll Payroll: USA -> Tax -> Tax Data Maintenance Tax Areas BSI
Tax Locator Determine source address location
Feature: P10TL
Determine source address location
Use: In this step, you use the feature P10TL to determine the source of the address to be
passed to BSI's TaxLocator.
Activities
1. In the RWIND decision field, indicate the type of address source you are defining:
Residence = "R".
Work = "W".
Virtual = "V".
2. Based upon any of the other decision criteria in the structure, specify a return value that
identifies where the address should be read.
For residence addresses, valid values are subtypes from infotype 6. That is, if subtype 0001
specifies a residence address for your installation, then return '1'.
For virtual addresses, valid values are subtypes from infotype 6. If an address for the
employee is found with this subtype, this address is used to generate work tax area
proposals. If no address is found, the source specified for work addresses is used.
For work addresses, valid values are tables T500P and T5UAP.
For any of the address types, specifying values other than those specified above requires
modification of the Business Add-In that reads the feature.
Example
For Company Code US01, Personnel Area (PA) US01, Subarea (PSA) 0001, the work
address to be used should be from T5UAP.
The node for this source will be:
W -> US01 -> US01 -> 0001: return value 'T5UAP'.

If a Virtual address has also been specified for this combination of decision criteria, the
virtual address for the employee is used.
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In this step, you use the feature P10TL to determine the source of the address to be
passed to BSI's TaxLocator
1.In the RWIND decision field, indicate the type of address source you are defining:
Residence = "R".
Work = "W".
Virtual = "V".
2.Based upon any of the other decision criteria in the structure, specify a return value that
identifies where the address should be read.
For residence addresses, valid values are subtypes from infotype 6. That is, if subtype
0001 specifies a residence address for your installation, then return '1'.
For virtual addresses, valid values are subtypes from infotype 6. If an address for the
employee is found with this subtype, this address is used to generate work tax area
proposals. If no address is found, the source specified for work addresses is used.
For work addresses, valid values are tables T500P and T5UAP.
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Example: In the Template, Source for Residence address is IT0006 subtype 1 (RWIND
decision field has R set to 1). This information is used while proposing the resident tax
area in IT0207
Source for work Address is - for Personnel Area U010, work address is determined from
table T500P i.e., based on the address of the personnel area (RWIND decision field has W
set to T500P)
and for Personnel Area U000, work address is determined from table T5UAP i.e., based on
the address of the personnel subarea (RWIND decision field has W set to T5UAP)
This information is used while proposing the work tax area in IT0208
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IMG Path & Table: Add addresses for Personnel Subareas
Path: Payroll -> Payroll: USA -> Tax -> Tax Data Maintenance -> Tax Areas -> BSI Tax
Locator -> Add addresses for personnel subareas
V_T5UAP
Add addresses for personnel subareas
Use: In this step, you add addresses for personnel subareas.

Complete this step if you have specified the personnel area/subarea table (T5UAP) as a
source for work addresses in the previous step.
For the most accurate proposals from BSI TaxLocator, enter as much address detail as
possible.
Activities
1. Enter the personnel area, subarea, start and dates, and the address.
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In this step, you add addresses for personnel subareas.
Complete this step if you have specified the personnel area/subarea table (T5UAP) as a
source for work addresses in the previous step.
For the most accurate proposals from BSI TaxLocator, enter as much address detail as
possible.
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Specify location of BSI TaxLocator executable

Use: In this activity, you need to specify the location of the BSI TaxLocator executable.
Activities
1. Select Create.
2. Enter the RFC Destination BSI70-US-TXL.
3. Specify the Connection Type T for TCP/IP connections.
4. Go to the Technical Setings tab, under Activation Type.
If the TaxFactory server is to run on the same box, use the default option of Start on
Application server
If the TaxFactory server is to run on a separate box, choose Start on Explicit host. Then,
under Target host, specify the host name or IP address of the box where the TaxFactory
server resides.
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5. Enter a description (for example, BSI 7.0 TaxLocator RFC connection) in the
corresponding field.
6. Enter the program location as C:\BSI\tl70server.exe.
7. Ensure that the Gateway parameters are set to the same machine that you have defined
under Explicit host. Note that the SAP Gateway program (sapgw00, found on the
presentation CD), must be activated on the same machine where the TaxFactory 6.0 server
runs.
8. Select the Test connection option. If no error messages are issued, then the RFC has
been established successfully.
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BSI TF Path: Address Overrides
TF Path: Tax Locator -> Address Overrides
The Address Override tool provides a utility to override as well as add new custom address
information for tax location processing.
To Add a New Address Override
Select the Address Override icon from the main menu within TaxFactory.
Click the New ****on to add a new address override.
Enter the address override information into the fields, and then click OK. The new address
override information is displayed in the box.
Note 1: Street Direction and Street Type are not required fields.
Note 2: Address overrides must use the same format as the United States
Postal Service address data format. In particular, street type must be in abbreviated form
(such as ST for STREET) while the street name must not contain abbreviations. An input
address will only match against an override of this form.
Note 3: TaxLocator does not support P.O.Box and Rural Route addresses
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Specify level of messages to be returned

Use: In this activity, you control the level of messages returned by BSI TaxLocator.
Activities
Set the value of the constant TXEST (BSI: Employee status parameter) to one of the
following values:
0 for diagnostics and initial install. All messages shown: Information, Assumptions,
Legalities, Failures and Fatal system errors
3 or higher for live runs. Only Failures and Fatal system errors shown.
Refer to BSI TaxLocator documentation for all the values and their meanings. To access this
documentation, go to www.bsi.com.
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Maintain work-related tax areas

In this step, you define work tax areas not included in the standard SAP system. Work tax
areas are used in Infotype 0208 (Work tax area).
Example
AL0G (Birmingham, Alabama)
Since Alabama contains both city and county tax authorities, only the higher level of the
two, counties, are loaded. For example, residence tax area AL0H (Jefferson
County, Alabama) is loaded during the load process, but city tax authorities
within Jefferson Countyare not loaded. Therefore, if you have employees working in such a
city, you would have to create a new tax area here that includes the required city tax
authority as well as the county, state and federal authorities.
Standard settings
The SAP standard provides tax areas that include the state tax authority and the highest
level local authority within the state. For example, in Pennsylvania, many city tax
authorities exist within county tax authorities. The delivered tax areas only include
counties. For employees subject to city taxes within county tax authorities, you need to
build new tax areas that include the cities (or any lower-level authorities such as school
districts). You can then assign the new tax areas in Infotype 0208.
Recommendation
SAP recommends that you check that this view contains all localities required by your
organization. Also, SAP recommends that tax areas not be deleted once the system is in
use since they may be used in infotypes.
Activities
1. Enter the name of the lowest level tax authority to be included in the new area in
the Tax Area field.
2. Enter the validity period for which the area should include the authority.
3. Enter the name of the state to which the area belongs.
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IMG Path & Table: Tax Areas
In the following steps, you check and maintain residence and work tax areas valid for your organization. If your
organization requires any areas not loaded by default, or if you created any custom tax authorities in the step
maintain custom tax authorities then you must maintain all of the tax area steps in this section.
Path: Payroll Payroll: USA Tax Tax Data Maintenance -> Tax
Areas Maintain work-related tax areas
Table: T5UTB
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Path: Payroll -> Payroll: USA -> Tax Tax Data Maintenance -> Tax Areas
Maintain tax authorities per work tax area
Table: T5UTW
In this step, you assign tax authorities to the work tax areas you defined in the previous
step:
Example
Tax Area Authority
AL0G
AL (State of Alabama)
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AL0G AL0G (Birmingham)
AL0G AL0H (Jefferson)
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Recommendation
SAP recommends that you check that all work tax areas include the required authorities
and that tax areas are not deleted once the system is in use, since they may be used in
infotypes.
Activities
1. Enter the name of the lowest level tax authority to be included in the new area in the
'Tax Area' field.
2. Enter the name of the authority to be included in the area.
4. Repeat activities until all authorites have been included for the new area.
Further notes
Remember, the Federal tax authority must not be included in work tax areas.
When adding or removing authorities from tax areas, remember that every employee
assigned to the area will be affected.
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Path: Payroll Payroll: USA Tax Tax Data Maintenance Tax

Areas Maintain zip code ranges per work tax area
Table: T5UTG
In this step, you assign zip code ranges to new work tax areas. You may also maintain zip
code ranges for existing tax areas
Note: IT0208 is proposed with applicable tax authorities from this table based on the
zipcode in the employees address - IT0006
Example
Area Zip.............. Code Range

AL0G (Birmingham) 35200-0000 to 35299-9999
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Activities
To add new tax areas:

1. Enter the name of the tax area.
2. Enter the zip code range for the tax area.
3. Enter the validity period for the zip code range.
To refine existing zip code ranges:

1. Change the beginning of the zip code range.
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2. If the end of the range must change, delete the existing record and add a new one with
the correct range.
Further notes
The zip code ranges provided for each tax area, whether a state or a locality within the
state, are the ranges for the entire state. You may define the ranges more narrowly for
localities in this step.
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Path: Payroll Payroll: USA Tax -> Tax Data Maintenance -> Tax
Areas Maintain residence-related tax areas
Table: T5UTA
In this step you define residence tax areas not included in the standard SAP R/3 system.
Residence tax areas are used in infotype 207 (Residence tax area).
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Example
AL0G (Birmingham, Alabama)
Since Alabama contains both cities and counties, only the higher level
of the two, counties, are loaded. For example, residence tax area AL0H (Jefferson
county, Alabama) is loaded during the load process, but city areas in Alabama are not
loaded. If specific city areas are required by your organization, they must be created here.
Activities 1. Enter the name of the lowest level tax authority to be included in the new
area in the 'Tax Area' field.
3. Enter the name of the state to which the area belongs.
Further notes
You may also define the default work tax area for a residence tax area using this view. That
is, the authorities defined by the default work tax area will be used for generating work-
related taxes.
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Path: Payroll -> Payroll: USA -> Tax Tax Data Maintenance Tax
AreasMaintain tax authorities per residence tax area
Table: T5UTR
In this step, you assign tax authorities to the residence tax areas you created in the
previous step or add tax authorities to existing areas:
Example:
Tax Area Authority
AL (State of Alabama)
AL0G
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AL0G FED (Federal)

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In this step, you assign tax authorities to the residence tax areas you created in the
previous step or add tax authorities to existing areas.
Example
Tax Area Authority
AL0G (Birmingham, AL) FED (Federal)
AL0G AL (State of Alabama)
Activities
1. Enter the name of the lowest level tax authority to be included in the new area in the
'Tax Area' field.
2. Enter the name of the authority to be included in the area.
4. Repeat activities until all authorites have been included for the new area.
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Path: Payroll Payroll: USA Tax Tax Data Maintenance -> Tax
Areas Maintain Zip Code ranges per residence tax area
Table: T5UTF
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Tax Models (First-Time Configuration Only)
The taxability model contains information used to calculate the appropriate taxes for the
federal government, and state and local tax authorities. The model consists of a number of
tables which reside in the background and can be accessed through a maintainance view in
this chapter of the IMG.
Two tables are used to keep SAP and customer taxability model data separate. This
ensures that customer changes are never automatically overwritten and that the SAP
model is always available for reference.
In this section, you customize the taxability models to meet your company's needs.
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Further notes
The report 'Expand Tax Models' enables you to expand tax authorities and display their
respective tax types. You can access this report from the US Payroll menu: Info system -
> Tax -> Tax Utilities.
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Define tax modifiers
In the first activity in this step, you define tax modifiers in rule UMOT (Modifiers
for US tax calculation) for your employee groups. You can use these modifiers in the
taxability model to differentiate between employee groups that are taxed differently by a
tax authority. In the second activity in this step, you replace the call of rule UMOT with
your copy of the rule in schema UTX0 (US Tax calculation).
Standard settings
As delivered, rule UMOT defines the default employee subgroup (and tax modifier) for all
employees as 'U1'. If taxes are determined differently for groups of employees within your
organization, you must maintain these groups in rule UMOT.
Activities
Modify rule UMOT:
1. Copy rule UMOT to the customer name range.
2. Modify your copy of the rule if necessary.
Update schema UTX0
1. Wherever UMOT appears in schema UTX0, replace it with your copy of the rule.
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IMG Path & Table: Display/Change Taxability Model
Path: Payroll Payroll: USA Tax -> Tax Data Maintenance Tax Models (First-
Time Configuration Only) -> Display/change taxability model
Table: T5US1
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Display/change taxability model
In this step, you can review the SAP-delivered taxability models to determine if they meet
your company's needs, and customize them if necessary.
The SAP-delivered models are always available for reference. If you choose to change the
models delivered by SAP, your changes are saved in a separate table. This ensures that
your customized models are not overwritten when SAP delivers new taxability models.
Requirements
You must have defined your processing class 71 specifications in the Payroll USA IMG step:
Basic Settings -> Environment for Maintaining Wage Types -> Processing Classes
and Evaluation Classes -> Maintain processing classes and their values.
You must have assigned these processing class 71 specifications to your wage types in the
Payroll USA IMG step:
Tax -> Tax-Related Wage Types -> Maintain tax-related processing classes.
General navigation You can navigate between the display and change views by
choosing SAP Models or All Models, depending on the screen you are in.
If you have customized the models in the past, the Custom indicator will appear checked
for those models on the Taxability Model Key List screen.
Display the taxability model to ensure it meets your company's requirements:
1. On the Taxability Model Key List screen, select the combination of tax authority,
residence/work/unemployment tax and tax modifier you want to review, and
choose Details.
The Taxability Model Tax Type Details dialog box appears.
If there is additional information available for a tax type, the More indicator will appear
checked.
2. Choose the arrow to the right of the tax type to display the taxability of the tax classes
under the tax type.
The Taxability Model Tax Class Details dialog box appears. Here you review the
taxability of each tax class for that combination of tax type and authority.
Activities
Customize the model, or review changes you have made to the model.
1. On the Taxability Model Key List screen, choose Custom Data.

The Change View: Taxability Model Key List screen appears. Here you have the
following change options:
Copy one model to another. This is especially useful if you are creating a new model that is
very similar to an existing model. You can copy the model and then adapt it accordingly.
Note: When you copy a model from one authority to another, only those tax types that are
valid for both the original authority and the target authority are copied. The system will not
insert any tax types into the copy that do not exist in the model from which you are
copying.
Add a new model. If you choose this option, you will have to define all of the tax types and
relevant tax class taxability manually.
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Delete a model. You can only delete custom models (those where the Custom indicator is
checked).
Choose Details and customize the tax classes of that model to fit your needs.
3. Once you have made all of the changes you need to make and are ready to use the
model productively, save the changes and chooseGenerate Tax Model.
4. Define a date from which the model should be effective on the Effective Date dialog
box that appears, and choose Continue.
Note: If you have assigned any new tax types to a tax authority, you will have to create a
new entry for this tax type/authority combination and assign an employer identification
number to it.
This can be done in the Payroll USA IMG step: Tax -> Tax Data Maintenance -
> Employer Identification Number -> Define federal/state/local employer ID
number.
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Tax Models (Subsequent Maintenance)
This section of the IMG allows you to maintain taxability model data after you have
completed the initial, one-time configuration in the "Tax Model (First-Time Configuration
Only)" section of the IMG.
The combination of the following steps enables you to designate tax types based on the
type of payment, type of employee, residency or work, and tax authority.
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Define tax authority model
In this step, you assign each tax authority to a tax model.
Example
Authority Model
NY01 (New York City) 01
Activities
1. Enter the name of the tax authority.
2. Enter the tax model number.
3. Enter the period for which this tax model is valid for this authority.
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IMG Path & Table: Define Tax Authority Model
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Path: Payroll Payroll: USA -> Tax Tax Data Maintenance -> Tax Models
(Subsequent Maintenance) Define tax authority model
Table: T5UTE
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Define taxability model
In this step, you define tax models for each combination of type of payment, type of
employee, and residency or work. Each combination determines a set of tax types to be
used for the model.
Example
Model Res/Wrk EmpTyp Payment Combination
01 R U1 1 10
01 W U1 1 10
01 R U1 2 11
Activities
1. Enter the tax model number.
2. Enter whether the model is applicable for residency, work or unemployment.
3. Enter the employee group for whom the model is applicable.
4. Enter the taxability class of the model.
5. Enter the tax type combination for the model.
Further notes
The default EmpTyp for all employees is 'U1'. If taxes are determined differently for groups
of employees within your organization. You must maintain these groups in personnel
calculation rule UMOT.
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IMG Path & Table: Define Taxability Model
Path: Payroll Payroll: USA -> Tax -> Tax Data Maintenance -> Tax Models
(Subsequent Maintenance) -> Define taxability model
Table: T5UTM
In this step, you define tax models for each combination of type of payment, type of
employee, and residency or work. Each combination determines a set of tax types to be
used for the model.
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Define tax type combinations

In this step, you define combinations of tax types.
Example
Combination TaxType
10 01 (Withholding)
10 03 (Employee OASDI)
10 05 (Employee medicare)
11 01 (Withholding)
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Activities
1. Enter an identification number for the combination.
2. Enter the tax type to be included in the combination.
3. Repeat the activities until all required tax types are included in the combination.
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IMG Path & Table: California SDI Tax
Employees in the state of CA may elect to participate in the state sponsored disability
insurance plan or the voluntary or company sponsored disability insurance plan.
The default system setting will be to withhold tax types 41 and 48 for employees that
reside in California.
Depending on the client requirements the following changes have to be made in the
system.
Attached the doc.

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IMG Path & Table: Unemployment Insurance
Path: Payroll -> Payroll: USA Tax Tax Data Maintenance Unemployment
Insurance
Due to the configuration of BSI version 8.x, company specific experience rates must be
entered directly into BSI. The worksite information will be dependent on the companys
requirements and therefore no sample entries are provided.
Unemployment insurance is a self-adjusting tax. If this tax was under withheld in a period,
the system will try to make up for it in the next period. The system uses the tax rates
defined here when performing the self-adjustment. The ceilings and rates defined here
ensure continuity when an employee moves to a different state with a different tax rate for
self-adjusting taxes.
This means the system takes the different tax rates and ceilings into account when looking
at the year-to-date unemployment insurance tax withheld to determine if an underpayment
was made in a previous period.
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Define unemployment worksites

In this step you define the names and addresses of all worksites for your company.
Worksites are used in unemployment state (Infotype 0209) records. This information is
used to provide unemployment authorities with statistical information.
Recommendation
Only use this if your company is required to provide multiple worksite reporting or needs to
file Form NC-9901: Report of Organization.
Activities
Enter worksite codes in accordance with the relevant unemployment authority guidelines.
---
Define BSI tax company experience rates
In this step, you specify state experience rates for each tax company you defined in the
previous step.
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Activities
After completing all customization steps, you must also maintain the same table entries in
the BSI database with the BSI client GUI.
Further notes
For further information on BSI, please refer to Note 100944 in the Online Service System
(OSS).
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Tax Overrides
In this section, you define tax overrides for a group of employees. If your organization does
not need to override any taxes, you can ignore this section.
SAP recommends that wherever possible you do NOT use this function.
Define employee group

In this step, you define employee groups for tax overrides. After completing all customizing
in this step, you must also maintain the same table entries in the BSI database with the
BSI client GUI.
Further notes
The employee groups defined here can be used to process withholding overrides within
the Additional Withholding Information USinfotype (0234).
Define employee overrides

This data is no longer maintained in the SAP system and must be maintained directly in the
BSI client. For further information, please refer to the BSI online documentation.
Define override formulas

This data is no longer maintained in the SAP system and must be maintained directly in the
BSI client. For further information, refer to the BSI online documentation.
Further notes
Any override amount entered in Infotype 0234 Withholding Overrides has precedence
over this tax method override. If both an override amount and a tax method override are
defined for a particular withholding tax, the override amount will supercede the amount
derived from the tax method override.
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Symbolic Account Split Based on Tax Authority

In this section, you can split single tax wage types into various wage types, based on tax
level or authority. You can then assign a symbolic account to each newly mapped wage
type.
Example
Wage type C1 Tax Auth. Total amt.
/401 01 FED $ 500
/401 02 CA $ 200
/401 03 OK $ 300
If symbolic account '1130' is defined for /401, $1,000 must be posted to the single
symbolic account '1130'.
With the symbolic account split functionality, the system will "split" the /401 wage type into
various wage types based on the Tax Authority:
Wage type C1 Tax Auth. New Mapping Wage type*

/401 01 FED > T001 $500
/401 02 CA > T002 $200
/401 03 OK > T003 $300
*You will need to create custom mapping wage types in the customer naming range. This is
carried out in the next step. In this example, we will use T001, T002, T003 for FED, CA,
and OK.
Because the tax amount is copied into tax authority level wage types, you can assign a
separate symbolic account for each tax authority.
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Maintain priority of tax wage types
In this step, you set up deduction priorities and rules for tax wage types.
For more information about tax priority functionality, please refer to the documentation of
Function UTPRI (Tax priority (USA)).
IMG Path & Table: Maintain Priority of Tax Wage Types
Path: Payroll Payroll: USA Tax Maintain priority of tax wage types
Table: V_T5US0
Requirements: You have already configured your tax authorities.
Recommendation: Only perform this step if you have particular priorities for a tax
authority.
Activities
1. Enter the combination of tax authority and tax wage type into the table.
2. Specify the priority and deduction rule.
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Example
Case 1: Only tax level is used to sort tax authorities.

CM L Auth Wage type From To 1 2 3 O R
+--+-+----+----+---------------+----------+----------++--+----+-++-+-*
10 A /401 Withholding tax 01/01/1995 12/31/9999 01 3 2 2
10 A /403 Employee OASDI 01/01/1995 12/31/9999 01 1 2 2
10 A /405 Employee medica 01/01/1995 12/31/9999 01 2 2 2
10 B /401 Withholding tax 01/01/1995 12/31/9999 02 2 2 2
10 B /441 Disability Tax 01/01/1995 12/31/9999 02 1 2 2
10 C /401 Withholding tax 01/01/1995 12/31/9999 03 2 2 2
10 C /451 Occupation tax 01/01/1995 12/31/9999 03 1 2 2
10 D /401 Withholding tax 01/01/1995 12/31/9999 04 2 2 2
10 D /451 Occupation tax 01/01/1995 12/31/9999 04 1 2 2
The priorities will be:
A FED Federal /403 Employee OASDI 01 1

FED Federal /405 Employee medica 01 2
FED Federal /401 Withholding tax 01 3
B AL Alabama /441 Disability Tax 02 1
AL Alabama /401 Withholding tax 02 2
AR Arkansas /441 Disability Tax 02 1
AR Arkansas /401 Withholding tax 02 2
...
WI Wisconsin /401 Withholding tax 02 2
WV West Virginia /401 Withholding tax 02 2
C IN01 Adams /401 Withholding tax 03 2
IN02 Allen /401 Withholding tax 03 2
...
D AL01 Attalla /451 Occupation tax 04 1
AL02 Bessemer /451 Occupation tax 04 1
...
Case 2: Puerto Rico taxes are prioritized lower than other state tax authorities.
CM L Auth Wage type From To 1 2 3 O R
+--+-+----+----+---------------+----------+----------++--+----+-++-+-*
10 A /401 Withholding tax 01/01/1995 12/31/9999 01 3 2 2
10 A /403 Employee OASDI 01/01/1995 12/31/9999 01 1 2 2
10 A /405 Employee medica 01/01/1995 12/31/9999 01 2 2 2
10 B /401 Withholding tax 01/01/1995 12/31/9999 02 2 2 2
10 B /441 Disability Tax 01/01/1995 12/31/9999 02 1 2 2
10 PR /401 Withholding tax 01/01/1995 12/31/9999 02 0001 2 2 2
10 PR /441 Disability Tax 01/01/1995 12/31/9999 02 0001 1 2 2
10 C /401 Withholding tax 01/01/1995 12/31/9999 03 2 2 2
10 C /451 Occupation tax 01/01/1995 12/31/9999 03 1 2 2
10 D /401 Withholding tax 01/01/1995 12/31/9999 04 2 2 2
10 D /451 Occupation tax 01/01/1995 12/31/9999 04 1 2 2
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Tax Reporter (If need do change, if not not need to change) In this chapter, you set
up tax reporting for your company.
The SAP HR tax reporting process consists of three main steps: Tax Reporter preparation.
Evaluation of tax form wage types and storage of their amounts
Tax Reporter generation. Evaluation of the stored tax form wage type amounts
Output. Issuance of tax forms on either paper or magnetic media (tape or diskette)
In the first section of this chapter, you maintain a number range for the tax interface
tables, define which tax company you will use to transmit your tax forms, and define
personnel events for transferring employees in and out of Tax Reporter.
In the second section, you define your tax form groups. This involves defining which wage
types (which can vary according to tax authority) are used for the various tax forms.
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In the third section, you define your tax forms. This involves defining the reporting periods
for which each wage type must be cumulated and output, and the tax authority to which
the tax form must be submitted.
In the last section, you define the layout of your tax forms.
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Define reporting tax company

If multiple tax companies in your organization are assigned to one Employer Identification
Number (EIN), you must designate a reporting tax company. The tax data for all tax
companies assigned the relevant EIN is combined and reported under the tax company you
specify in UTXRP. To this end, you must modify feature UTXRP to identify your chosen tax
company as the reporting tax company.
Activities
Modify feature UTXRP so that the tax data from all tax companies is reported under the
chosen tax company. See the feature documentation for further details.
Further notes
Be sure to activate the reporting tax company for your tax form classes when you generate
your tax form data. To do so, select a tax form class from the Tax Reporter: Generation
screen, and choose Tools->Variant->Additional params.. In the Reporting tax
companies field, enter feature UTXRP. Choose Enter.
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Define transmitting tax company
If you want to transmit tax forms for multiple tax companies to a single tax authority, you
must define which one of those tax companies is to be listed as the transmitting tax
company. The name and address of that tax company appears as the transmitter in the
accompanying documentation for your magnetic tapes or forms. For example, when you
generate W-2 forms for multiple tax companies, the transmitting tax company's name and
address appear on the accompanying 6559 form.
To this end, you must modify feature UTXTM and adapt it to properly identify your chosen
tax company.
Standard settings: As delivered, feature UTXTM designates the tax company for which a
form is generated as the transmitting tax company.
Activities
1. Modify feature UTXTM so that it designates your chosen transmitting tax company. See
the feature documentation for further details.
2. Be sure to activate the transmitting tax company designation for your tax form classes in
the Tax Reporter component by carrying out the following step:
a) Select a tax form class from the Tax Reporter: Generation screen, and
choose Additional parameters. In the Transmitter of forms field, enter feature UTXTM.
Save your entries.
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Define fill job split parameters

Each tax company is automatically submitted as one (RPCTRCU0) job when the PCL4 data
clusters are created. However, for tax companies with large numbers of employees, this
can result in very long run times. To improve the performance of the fill job process, the
ability to split one tax company into several smaller CU0 jobs has been provided.
In this step, you define how each tax company should be split into several CU0 jobs using
feature UTRJS. You can do this in one of two ways:
Split a tax company into several jobs, based on (X) number of employees per job, or
Split a tax company into a specific (Y) number of jobs.
Example
1. Tax company US01 has 100,000 employees. You want to submit one CU0 job for every
1000 employees. Feature UTRJS should have the following value:
TXCMP: US01 ------> 1000
This will generate 100 CU0 jobs with 1000 employees each.
2. Tax company US02 has 50,000 employees. You want to submit 10 CU0 jobs to process
these. Feature UTRJS should have the following value:
TXCMP: US02 ------> /10

This will generate 10 jobs with 5000 employees each.
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Standard settings: If you do not maintain feature UTRJS, the default value is " 5000/ ".
This means that one CU0 job is submitted for every 5000 employees in one tax company.
Recommendation
It is not practical to submit a small number of employees for one job, as any increase in
performance is offset by the large number of jobs trying to access the database to write the
summary results. The same thing happens when a small tax company is split into several
jobs.
Activities
Modify feature UTRJS to define how each of your tax companies should be split and
submitted as CU0 jobs. For more information on this procedure, see the feature
documentation.
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Define personnel actions for transfer in/out
In this step you define your transfer in and out personnel actions in feature TRANS.
Example
A company is going live with SAP Payroll in phases. Consequently this company has half of
its organization running payroll on a legacy system and half on SAP. In this situation, the
company will inevitably have the need to transfer employees from one system to another,
as employees change positions or worksites within the organization.
Requirements: You must have created personnel action types for Infotype 0000 for
transfer in and transfer out.
Standard settings: The structure of the return value is &TRANS=xx/yy, where

xx = transfer in action
yy = transfer out action
Activities
1. In feature TRANS, select 10 USA node of the decision tree, and choose Change.
2. On the dialog box that appears, enter personnel action values for transfer in and transfer
out; where XX = personnel action transfer in value, and YY = the personnel action transfer
out value.
3. Save.
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Specify authorization code for spool request
Use this feature to specify Tax Reporter spool authorization codes. The US Tax Reporter
creates spool requests for SAPscript and HR forms output. The authorization code you
specify in this feature will be attached to Tax Reporter spool requests.
Example
Example entries could be:
Variable Key F C Operations
D TXCMP
US01 D TFRCL
US01 A100 &UTXSP=HR_TRUS01W2,
US01 **** &UTXSP=,
**** D TFRCL
**** **** &UTXSP=,
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The example above shows how to configure this feature so that authorization code
'HR_TRUS01W2' is attached to the spool files of the W2 form (tax form class A100) of tax
company US01. For other US01 forms and other tax companies, no authorization code is
attached.
Activities
Under the Variable key, specify the tax company and the tax form class.
Under Operations, specify the spool authorization code. If you do not want an authorization
code in the spool files, leave this field empty. The maximum permissible length of the
authorization code is 12 characters.
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Switch on Tax Reporter authorization check

In this step, you can activate and deactivate Tax Reporter transaction security checks. If
you set the return value to 'ON' for a certain tax company, the Tax Reporter checks if the
user has the proper authorization to perform test and productive runs for this tax company.
Other functionalities, such as Print copies, transfer in/out are not affected.
Example
Variable Key F C Operations
D TXCMP
US02 &UTXSS=ON,
US01 &UTXSS=ON,
**** &UTXSS=OFF,
The example above shows how to configure the feature so that an authorization check is
run for Tax Companies US01 and US02. For all other Tax Companies, no authorization
check is run.
Activities
1. Under Variable Key, specify the tax company that is to be secured by authorization
check.
2. Under Operations, specify value 'ON' to activate; value 'OFF' to deactivate the
authorization check.
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Tax Form Groups
When you run payroll, the results are stored in wage types. For tax reporting purposes,
these wage types are combined into tax form groups, which map the wage type values to
corresponding boxes on government forms.
In the first step of this chapter, you define tax form groups containing tax wage types. In
the second step, you define those containing all other wage types.
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Define tax form groups containing tax wage types
In this step you define tax form groups containing tax wage type amounts. How you
proceed with this step depends on whether you define a custom tax form group or use one
delivered with the standard SAP system. The procedures for defining custom and SAP
delivered tax form groups are outlined below.
Creating and defining custom tax form groups containing tax wage types
This process involves:
Creating new tax form groups (if you require additional tax form groups not delivered with
the standard system)
Assigning tax types (which are linked to wage types) to the tax form groups
Defining how the tax form groups are evaluated in Tax Reporter
To create tax form groups:

1. On the Change View "Tax form groups": Overview screen, choose New entries.
2. On the screen that appears, enter your custom tax form group name and description.
To assign tax types to tax form groups:

1. On the Change View "Tax form groups": Overview screen, select the desired tax
form group.
2. Choose Assignment of tax wage types.
3. On the Change View "Assign tax types to tax form groups": Overview screen,
select a tax type from the list and choose New entries.
4. On the New Entries: Details of Created Entries screen, enter the desired tax type
and other relevant information.
5. Save.
6. Repeat this process for each tax type you wish to assign to your custom tax form group.
To define how tax form groups are evaluated in Tax Reporter:

1. On the Change View "Tax form groups": Overview screen, select the desired tax
form group.
2. Choose Evaluation of tax form groups.
3. On the Change View "Evaluation of tax form groups": Overview screen,
choose New entries.
4. On the New Entries: Details of Created Entries screen, enter the appropriate
information.
5. Save.
6. Repeat Steps 1-5 for each tax level associated with your tax form group.
Defining SAP delivered tax form groups

These tax form groups come preconfigured with wage types already assigned to them, so
in this step you need only to define how these tax form groups are evaluated in Tax
Reporter. To complete this process, follow the procedures in the section directly above.
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Define tax form groups containing non-tax wage types

In this step, you define tax form groups containing non-tax wage type amounts.
The process involves:

1. Creating new tax form groups (if you require additional tax form groups that are not
delivered with the standard system)
2. Assigning wage types to tax form groups

3. Defining how tax form groups are evaluated in Tax Reporter
For details on configuring tax form groups for Form W-2, refer to the section titled
W-2 Tax Form Group Configuration.

1. To create new tax form groups, perform the following steps.
a) On the Change View "Tax form groups for other wage types": Overview screen,
select New entries.
b) On the following screen, enter the name and description of your custom tax form group.
c) Save your entries, and exit the transaction.
2. To assign wage types to tax form groups, perform the following steps.
select the desired tax form.
b) Choose Assignment of wage types containing no tax amount.
c) On the Change View "Assign wage types to tax form groups": Overview screen,
choose New entries.
d) On the New Entries: Details of Created Entries screen, enter the appropriate
information:
Select a wage type you want to assign to this tax form group
Determine whether a number, a rate, or an amount will be taken from the payroll results
Specify how this item will be stored in the tax interface table; as taxable, tax, tax and
deposit, penalty, or as interest
Indicate whether the wage type will be added or subtracted in the field
e) Save your entries.
f) Repeat this process for each wage type you wish to assign to the tax form group.
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3. To define how tax form groups are evaluated in Tax Reporter, perform the following
steps.
select the desired tax form group.
b) Choose Evaluation of tax forms.
c) On the Change View "Evaluation of tax form groups": Overview screen,
choose New entries.
d) On the New Entries: Details of Created Entries screen, enter the appropriate
information:
Specify whether or not employee information is required
Indicate a time range in which the data is stored
Specify how amounts will be recorded for retrocalculation
e) Save your entries, and exit the transaction.
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Tax Form Definition

In this section, you make settings that determine how Tax Reporter evaluates the payroll
results (wage types) output in each type of tax form.
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For example, for original tax forms, you determine the periodicity of each form to be
submitted. For SUI forms, you define the tax authority to which the report is submitted.
These settings allow you to flexibly define tax forms for your company.
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Attached Files
Define original tax forms.doc (37.0 KB, 47 views)
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Number Ranges: In this IMG step, you maintain number ranges for Tax Reporter form
numbers, control numbers and log activities.
Assign number ranges for tax pay dates

Use: In this step, you set up number ranges for tax pay dates.
Activities
Assign the number ranges as follows:
No From number To number Current number Ext
10 000001 999999
Assign number ranges for form numbers

In this step, you set up number ranges for form numbers.
You need to set this up as follows:

01 000001 555555 --
99 900001 999999 --
Number range 900001 to 999999 is reserved for simulation runs. Therefore, you should not
use a number range above 900001 for your productive runs.
Assign number ranges for control numbers

In this step, you set up number ranges for control numbers.
01 00001 55555
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99 90001 99999
Assign number ranges for log numbers

In this step, you set up number ranges for log activities.

01 0001 8999
99 9000 9999
Assign number ranges for temse files

In this step, you set up number ranges for temse file names.
01 0000000001 9999999999
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Custom Form
Attached Files
Custom Forms.doc (31.5 KB, 53 views)
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IMG Path & Table: Define Tax Company

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IMG Path & Table: Assign Tax Company to Personnel Area

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Use: DO NOT change the number for any establishment.

Organization reporting unit

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Organization reporting unit for Vets-100 Report

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